Broken Silicon

Latest Episodes:

212. RX 7900 16GB, RTX 4060, Intel i9-14900K Performance Leak, Phoenix 2, R5 5600X3D Jul 04, 2023

Show notes

We leak RPL-R ST & MT Performance, AMD RDNA 3 Releases, and discuss the news!
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0:00 Northern Cities look like DUNE & Tom is buying a Studio! (Intro Banter)
6:40 RTX 4060 8GB Reviews & Early Sales Discussion
18:16 Saving Uplifts for RTX 5000, Nvidia gives Early Reviews to Shill Channels
32:09 RX 7900 16GB Picture Leaked by MLID
41:31 AMD Accused of Gatekeeping DLSS Implementation
54:31 The Way It’s Meant to be Played, GeForce Partner Program
57:47 R5 5600X3D Officially Announced – DIY Sales are Micro Center Exclusive
1:08:54 AMD Little Phoenix 2 Pictured with Specs Confirmed!
1:20:39 Intel Raptor Lake Refresh Performance Leak
1:30:24 Sapphire Rapids Issues, A770 Discontinued, AMD HYPR-RX is AFK (Wrap-Up)
1:36:56 AI Compute, Power Supply Pricing, Next Gen XBOX 2028 (Final Reader Mail)

MLID RTX 4060 Analysis Video: https://youtu.be/AoADopUg0tA
https://www.techspot.com/review/2701-nvidia-geforce-rtx-4060/
https://youtu.be/O0srjKOOR4g
https://youtu.be/WS0sfOb_sVM
https://videocardz.com/newz/again-only-one-person-shows-up-to-buy-geforce-rtx-4060-series-gpu-at-launch-in-japan
https://youtu.be/6vTizq6MLFY
https://wccftech.com/whats-up-with-the-missing-nvidia-dlss-support-in-amd-sponsored-fsr-titles/
https://videocardz.com/newz/amd-dodges-questions-about-fsr-exclusivity-in-amd-sponsored-games
https://www.techpowerup.com/310713/amd-ryzen-5-5600x3d-to-be-exclusive-micro-center-product-in-the-us
https://videocardz.com/newz/amd-little-phoenix2-apu-for-ryzen-7040u-series-has-a-die-size-of-137mm%c2%b2
https://videocardz.com/newz/amd-phoenix2-a-smaller-zen4-rdna3-apu-has-been-pictured
https://www.amd.com/en/products/apu/amd-ryzen-5-7640u
https://www.amd.com/en/product/13211
https://www.amd.com/en/product/13216
https://youtu.be/RV8gjITtIMM?t=1387
https://videocardz.com/newz/intel-temporarily-pauses-shipment-of-xeon-sapphire-rapids-mcc-cpus-due-to-a-bug
https://twitter.com/momomo_us/status/1675128262589321218
https://www.techspot.com/news/99148-nvidia-h100-hopper-gpu-gaming-performance-surpassed-integrated.html
https://www.anandtech.com/show/18928/intel-discontinues-arc-a770-limited-edition-graphics-card
https://investors.micron.com/static-files/5d57ee3a-72f3-40f2-99e5-51322403192b
https://videocardz.com/newz/amd-has-failed-to-launch-hypr-rx-technology-on-time

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211. AMD Zen 5 Strix & Steam Deck 2, ROG Ally Sales Leak, Apple VR | SadlyItsBradley Jun 27, 2023

Show notes

We discuss the next Steam Deck APU, Meta Quest 3, Vision Pro, and everything VR!
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0:00 One year later, Bradley reenters the chat!
6:03 The Current State of VR - Is "mainstream" still 10 years away?
14:26 Apple Vision Pro - Does the market need a Pie in the Sky offering?
29:14 Is VR leading to a dystopian future? Is Google Cardboard dead?
38:35 Quest 3 – Good enough to regain the momentum for Meta?
47:15 Valve Deckard and the future of Steam VR
52:20 ASUS ROG Ally Sales Leak
58:51 Zen 5 Strix for Steam Deck 2 - Finally an x86 VR APU?
1:09:38 Eye-Tracking, Foveated Rendering, Valve’s VR & Handheld Plans
1:20:54 Intel for VR, OEMs Dropping GPUs, RDNA 3 vs Nvidia Lovelace
1:30:56 What will VR's Killer App be? Where are the games?!
1:42:01 Varifocal Displays, PlayStation VR2
2:01:24 Asynchronous Timewarp, Why 2D can be better on a VR Device

Check out Bradley: https://www.youtube.com/@SadlyItsBradley/featured
Last time Bradley was on: https://youtu.be/_EZ7184qPL4
MLID Strix Halo Leak: https://youtu.be/-pQEdpMCrdU
MLID Leak of 880M iGPU Performance: https://youtu.be/kES0H8fTPoE
MLID Leak that OEMs are moving past dGPUs: https://youtu.be/GhLMbFgVfbY

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210. Nvidia RTX 4060, AMD RX 7800 XT 16GB, R5 5600X3D, Zen 4c, Intel Ultra 14th Gen Jun 20, 2023

Show notes

New RADEON Navi 32, GeForce AD107, and Intel Raptor Lake Refresh details are discussed…and more!
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0:00 Sick Dan, HBO Max (Intro Banter)
5:55 GDDR6 VRAM Prices Plummet - Is the 4060 Ti 16GB Pricing Justified?
11:32 Game Developers respond to accusations of VRAM Laziness
26:45 RTX 4060 Launch Accelerated...to forget the 4060 Ti?
36:15 Could the 4080 & 4070 have had acceptable prices AND good margins?
40:59 Navi 32 Pictured, AIBs register the “RX 7800 XT 16GB”
53:29 AMD Details Bergamo, Zen 4c, and MI300
1:06:02 Zen 5 Turin-AI Leaks
1:16:40 AMD R5 5600X3D Rumors
1:22:25 Intel 14th Gen Ultra Updates
1:31:46 Apple’s new tool can run Windows games on a Mac!
1:39:29 M2 Ultra, Zen 4 Threadripper, Starfield 30FPS, MS Activision Deal (Wrap-up)
1:51:41 Putting Cores on AMD's IOD, APU Gaming Laptops, AM5 APUs (Final RM)

https://www.tomshardware.com/news/gddr6-vram-prices-plummet
https://twitter.com/3DCenter_org/status/1667044900066705411
SSDs are DIRT Cheap now: https://amzn.to/3qNGSvg
https://twitter.com/SheriefFYI/status/1666760435524161536
https://twitter.com/NVIDIAGeForce/status/1668966525062062082
https://videocardz.com/newz/nvidia-confirms-geforce-rtx-4060-launches-on-june-29th
https://twitter.com/AnhPhuH/status/1668584620991082496
https://videocardz.com/newz/alleged-amd-navi-32-gpu-pictured-with-four-mcd-dies
https://www.tomshardware.com/news/asrock-files-rx-7800-xt-model-names-with-eec
https://www.youtube.com/watch?v=q2dtZB39MG4&ab_channel=AMD
https://www.techpowerup.com/310057/amd-zen-4c-not-an-e-core-35-smaller-than-zen-4-but-with-identical-ipc
https://twitter.com/9550pro/status/1669002027253518336
https://twitter.com/mooreslawisdead/status/1669079620874825729
https://wccftech.com/amd-pushes-gpu-power-closer-to-1kw-with-its-instinct-mi300x-gpu-consumes-750w/?dark=1
https://www.anandtech.com/show/18913/amd-intros-epyc-97x4-bergamo-cpus-128-zen-4c-cpu-cores-shipping-now
https://www.anandtech.com/show/18915/amd-expands-mi300-family-with-mi300x-gpu-only-192gb-memory
https://youtu.be/QU1DFBtbRWY?t=1043
https://youtu.be/O_4Yn67B_34?t=386
https://twitter.com/g01d3nm4ng0/status/1667502118456918016
https://www.youtube.com/live/kszJINTC3Hc?feature=share
https://www.techpowerup.com/review/amd-ryzen-5-7600-non-x/19.html
https://videocardz.com/newz/intels-new-branding-for-meteor-lake-core-cpus-revealed
https://videocardz.com/newz/intel-core-i9-14900k-and-raptor-lake-s-hx-refresh-to-use-old-core-series-branding
https://www.theverge.com/2023/6/7/23752164/apple-mac-gaming-game-porting-toolkit-windows-games-macos
https://www.reddit.com/r/macgaming/comments/14342uz/hogwarts_legacy_on_m2_max/
https://www.reddit.com/r/macgaming/comments/142vjdz/i_got_cyberpunk_2077_running_on_an_m1_macbook/
https://www.apple.com/newsroom/2023/06/apple-introduces-m2-ultra/
https://twitter.com/momomo_us/status/1667173707217874946
https://www.newegg.com/p/pl?d=RX+6700+10GB
https://twitter.com/mooreslawisdead/status/1668385632031330305
https://wccftech.com/nvidia-beta-driver-big-ssd-performance-boost-directstorage-1-2-gen5-up-to-50-percent-faster/?dark=1
https://youtu.be/i9ikne_9iEI
https://videocardz.com/newz/microsoft-xbox-series-s-console-with-1tb-and-black-design-launches-september-1-at-349
https://www.cnbc.com/2023/06/12/ftc-files-to-block-microsoft-activision-blizzard-deal.html
https://wccftech.com/xbox-one-dropped-microsoft-no-more-first-party-games-moved-on-gen-9/
https://www.amd.com/en/products/graphics/amd-radeon-rx-6650-xt
https://en.wikipedia.org/wiki/Radeon_200_series
https://www.hp.com/us-en/shop/pdp/omen-gaming-laptop-16t-wf000-161-76w27av-1
https://www.notebookcheck.net/NVIDIA-GeForce-RTX-3050-6GB-Laptop-GPU-GPU-Benchmarks-and-Specs.692276.0.html

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209. Nvidia GPU Tiles, Zen 5 Threadripper Laptops, Intel Meteor Lake | Metrology Eng Jun 09, 2023

Show notes

A Megascanning expert joins to discuss Nvidia Laptop VRAM, AMD Strix APUs, and more!
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0:00 What is a "Metrology Engineer"?
7:05 What are challenges in Megascanning? How big is Too Big for a Laptop?
18:49 Laptop VRAM Stagnation, AMD abandoning Threadripper
38:44 How does VRAM truly limit professionals?
48:48 Is Meteor Lake or Strix with 256GB of RAM strong enough?
1:03:30 Threadripper Laptops - An overlooked use for Zen 5 Strix Halo?
1:14:58 Nvidia GPU Tiles in Panther Lake - The only way to save Market Share?
1:33:41 Do Professionals like E-Cores? Could Raptor Lake have been better?

Check out Brad’s Podcast: https://www.youtube.com/@notyourtypicalitguys8834
https://www.linkedin.com/in/brad-medlin-418a5967/
Leak that OEMs are dropping Nvidia in laptops: https://youtu.be/GhLMbFgVfbY
AMD Strix Halo Leak: https://youtu.be/-pQEdpMCrdU
https://www.nvidia.com/en-us/studio/compare-gpus/
https://www.dell.com/en-us/shop/cty/pdp/spd/precision-17-7780-laptop/s001p7780usvp?gacd=9684992-1105-5761040-266906002-0&dgc=ST&gad=1&gclid=Cj0KCQjw4NujBhC5ARIsAF4Iv6fdJlz5009CW9DB8ozsj_lbMhP1g6uLrHB-EOJgtfr7fBWFUt-Q248aAhS9EALw_wcB&gclsrc=aw.ds
https://www.notebookcheck.net/NVIDIA-Quadro-RTX-5000-Laptop-Graphics-Card.423752.0.html
https://www.ebay.com/p/14052546406
https://www.amd.com/en/product/13036
https://ark.intel.com/content/www/us/en/ark/products/196597/intel-core-i71065g7-processor-8m-cache-up-to-3-90-ghz.html
https://news.skhynix.com/sk-hynix-enters-industrys-first-compatibility-validation-process-for-1bnm-ddr5-server-dram/

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208. 16C Zen 5 vs 40C Arrow Lake, Intel Cougar Cove, RTX 4060 Ti Sales, Meta Quest 3 Jun 04, 2023

Show notes

We discuss Meteor Lake’s core count, Panther Lake, and RTX 4060 Ti Sales.
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0:00 Exhaustion and Overdue Vacations (Intro Banter)
3:34 Meteor Lake (Kinda) has 16 Cores and Desktop is Cancelled
13:34 40C Arrow Lake & Cougar Cove Leaked - is 16C Zen 5 Doomed?
27:29 Intel Beast Lake Leaked - Intel's X3D Killer?
35:19 RTX 4060 Ti & RX 7600 Sales Update
43:27 Is GDDR6 expensive? Is the 7600 actually priced like GPUs from a decade ago?
54:17 Jensen Hypes AI and Memes during Nvidia's 2023 Computex Keynote
58:29 Meta Quest 3 Announced – Confirming MLID’s Leak from Last year!
1:02:48 59:40 Ratchet and Clank PC, R9 7900X bargains, MI300X (Wrap up)
1:10:35 PlayStation Showcase, Balancing Speed with Accuracy (Final RM)

https://videocardz.com/newz/intel-shows-off-16-core-22-thread-meteor-lake-cpu-in-generative-ai-content-demo
https://youtu.be/M8E9VCSOJyI
https://youtu.be/rzjiEisFJug
https://youtu.be/i-wpzS9ZsCs
https://twitter.com/mooreslawisdead/status/1664337626088742916
https://about.fb.com/news/2023/06/meta-quest-3-coming-this-fall/
https://store.steampowered.com/app/1895880/Ratchet__Clank_Rift_Apart/
https://twitter.com/mooreslawisdead/status/1661878599954186240
https://videocardz.com/newz/amd-ryzen-threadripper-7000-storm-peak-gets-preliminary-cpu-z-support
https://videocardz.com/newz/adata-has-ddr5-6400-memory-ready-for-intel-14th-gen-core-series
https://youtu.be/L2KM-E9Ne84

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207. RTX 5000 vs RDNA 4, Nvidia AI, AMD MI300, Intel Meteor Lake vs Zen 5 | AdoredTV May 30, 2023

Show notes

We discuss Nvidia’s Pivot to AI, AMD’s ability to compete long term, and the future of Intel!
[SPON: Minisforum NPB7 & UM773 Lite are fantastic! Support MLID here: http://bit.ly/3mD3PiQ ]
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[SPON: dieshrink = 3% off Everything, brokensilicon = 25% off Windows: https://biitt.ly/shbSk ]

0:00 How do Jim & Tom describe their job to strangers?
11:23 RTX 4060 Ti, RX 7600, GPUs in 2023
20:30 Nvidia AI & Q1 Earnings
45:42 Has Intel missed ANOTHER key market?
52:57 Is AI a bubble?
1:03:35 Nvidia’s AI Software Strategy vs AMD’s AI Chiplet Strategy
1:21:39 RTX 5000 vs RDNA 4 – Competition, or more gamer snubbing?
1:42:04 Will AMD Zen 5 take market share from Intel Meteor Lake?
2:02:02 Is Intel Arrow Lake enough to save Intel?
2:09:27 PlayStation 5 Pro, XBOX Elite, PS6, Game Optimization
2:29:25 ARM, AI in Medicine

Check out AdoredTV’s YouTube Channel: https://www.youtube.com/@adoredtv
Last Broken Silicon AdoredTV was on: https://youtu.be/uKCaQOM6rUs
https://www.tomshardware.com/news/intel-xe-hpc-ponte-vecchio-examined
https://d1io3yog0oux5.cloudfront.net/_decad72055e831bd2560ebeaeffa399e/amd/db/812/6836/presentation/FAD+2022_Victor_Peng_Final+Post.pdf
https://www.youtube.com/live/fHwmLOYJU_w?feature=share
https://videocardz.com/newz/intel-shows-off-16-core-22-thread-meteor-lake-cpu-in-generative-ai-content-demo
https://www.anandtech.com/show/18878/intel-discloses-new-details-on-meteor-lake-vpu-block-lays-out-vision-for-client-ai
https://www.techpowerup.com/review/amd-hd-7770/

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206. RTX 4060 Ti 16GB, RX 7600 8GB, Zen 5 R9 8950X, ASUS ROG Ally, AMD 7940HS Review May 19, 2023

Show notes

We leak new RX 7600 Pricing details, and analyze the latest AMD APU and Nvidia GPU releases!
[SPON: dieshrink = 3% off Everything, brokensilicon = 25% off Windows: https://biitt.ly/shbSk ]
[SPON: Get 10% off Tasty Vite Ramen with code BROKENSILICON: https://bit.ly/3wKx6v1 ]

0:00 Tom's Injured Foot, Early Episode (Intro Banter)
5:15 AM5 Burn Issues, Laptop Recommendations (Corrections)
17:31 ASUS ROG Ally Reviews, OCuLink Thoughts
37:19 R9 7940HS Phoenix and Dragon Range Reviews
43:57 AMD Server Roadmaps Leaks – 16C 8950X and Turin AI!
56:29 TSMC 3nm is On Track for 2024 Products!
1:07:56 RTX 4060 Ti Analysis, RTX 4060 is CUTDOWN AD107
1:22:36 RX 7600 8GB Pricing Update Leak
1:38:43 Jensen’s Personal Security, Zen 5 Hybrid Cores, Death Stranding (Wrap-Up)
1:44:38 Bad Value hurting AAA Sales, Async Reprojection, Switch 2 Failure (Final RM)

https://www.theverge.com/23719210/asus-rog-ally-review
https://youtu.be/qLVgr29NMA0
https://youtu.be/ZMASet1yLzg
https://www.notebookcheck.net/AMD-Ryzen-9-7940HS-analysis-Zen4-Phoenix-is-ideally-as-efficient-as-Apple.713395.0.html
https://youtu.be/mdWAfPfYTnU
https://youtu.be/3FsUTYnQNOA
https://twitter.com/3DCenter_org/status/1657263821256527872
https://youtu.be/3FsUTYnQNOA
https://www.techspot.com/news/98731-nvidia-launches-three-new-geforce-rtx-4060-gpus.html
https://www.nvidia.com/en-us/geforce/news/geforce-rtx-4060-4060ti/
https://www.techpowerup.com/308795/nvidia-explains-geforce-rtx-40-series-vram-functionality
https://www.techpowerup.com/308774/nvidia-announces-geforce-rtx-4060-family-rtx-4060-ti-rtx-4060-starting-at-usd-299-16-gb-available
https://youtu.be/xy8KuvSaP1I
https://www.techpowerup.com/308773/amd-radeon-rx-7600-gpu-z-screenshot-leaked
https://youtu.be/1qNP_IbzJ-U
https://wccftech.com/nvidia-spends-nearly-1-million-on-ceos-security-for-756-increase-in-2023/
https://www.techspot.com/news/98738-amd-cto-confirms-adopting-hybrid-architecture-consumer-cpus.html
https://www.techspot.com/news/98705-asus-updates-warranty-policy-am5-motherboards-after-ryzen.html
https://www.techspot.com/news/98742-take-two-exec-ps5-xbox-series-hardware-redesigns.html
https://www.techspot.com/news/98747-grab-free-copy-death-stranding-limited-time.html
https://youtu.be/0vuzqunync8
https://youtu.be/RpizkKOmZhs?t=362

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205. Zen 5 Strix, RX 7600 vs RTX 4060, AMD FSR 3 vs Nvidia DLSS 3 | Hardware Unboxed May 15, 2023

Show notes

Tim from HUB joins to discuss OLED Monitors, Intel Meteor Lake, and RADEON vs Nvidia Software!
[SPON: Get 10% off Tasty Vite Ramen with code BROKENSILICON: https://bit.ly/3wKx6v1 ]
[SPON: dieshrink = 3% off Everything, brokensilicon = 25% off Windows: https://biitt.ly/shbSk ]
[SPON: Get 6% OFF Custom PCs & GPUs at https://www.silverknightpcs.com/ w/ “brokensilicon”]

0:00 Intro Banter with Tim about the past year and Fanboy Comments
3:15 Did monitors finally Git Gud in the last year? Is OLED still the best?
10:12 Who can we really recommend 360Hz to? Is 120Hz “the new 60Hz”?
21:03 Monitor Shopping Advice, Future Panel Technology
42:21 Is DLSS crushing FSR in 2023? How can AMD make FSR 3 succeed?
1:06:00 AMD Software Features, Driver Stability, Bad Marketing
1:18:55 8GB Graphics Cards in 2023
1:32:26 Will Used 8GB GPUs have any value in 2024?
1:46:19 RX 7600, RTX 4060 Ti, RTX 4060 – What should they cost?
2:12:45 Why did Tim stop doing Laptop Reviews?
2:24:20 Can Intel Meteor Lake & AMD Strix make Laptops interesting again?

Check out Monitors Unboxed: https://www.youtube.com/@monitorsunboxed
Check out Hardware Unboxed: https://www.youtube.com/@Hardwareunboxed
Last Episode Tim was on: https://youtu.be/fLslDE27XxY
Jarrod’sTech Dragon Range Review: https://youtu.be/mdWAfPfYTnU
Jarrod’sTech Ada Power Testing: https://youtu.be/jMMrh6PpLI4
https://www.notebookcheck.net/Asus-ROG-Zephyrus-G14-Review-Compact-Gaming-Laptop-with-AMD-Zen4-Phoenix-RTX-4090.711986.0.html
https://www.notebookcheck.net/AMD-Ryzen-9-7940HS-analysis-Zen4-Phoenix-is-ideally-as-efficient-as-Apple.713395.0.html
https://youtu.be/bBiXa89QeOc
https://youtu.be/O5B_dqi_Syc
https://rog.asus.com/laptops/rog-flow/rog-flow-z13-2023-series/
https://www.theverge.com/23719210/asus-rog-ally-review

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204. RX 7600 8GB Pricing, AMD Zen 5 IPC, Intel 14th Gen, Arrow Lake Kills RTX 4050 May 09, 2023

Show notes

We discuss the latest AMD RDNA 3, Intel CPU Architecture, and Nvidia Blackwell news!
[SPON: dieshrink = 3% off Everything, brokensilicon = 25% off Windows: https://biitt.ly/shbSk ]
[SPON: Get 6% OFF Custom PCs & GPUs at https://www.silverknightpcs.com/ w/ “brokensilicon”]
[SPON: Get 10% off Tasty Vite Ramen with code BROKENSILICON: https://bit.ly/3wKx6v1 ]

0:00 Intel Codenames Galore, Content Overload (Intro Banter)
5:23 Nintendo's "Lateral Thinking", HDDs vs Tape Drives (Corrections)
16:21 AMD AM5 CPU Burning Issues Investigated
29:44 AdoredTV Leaks “Ladder L3” for Zen 5, DigiTimes confirms MLID Leaks
42:17 RX 7600 8GB targeting below 300 Leak, Navi 33 Recap
1:00:06 AMD Q1 2023 Earnings
1:09:57 Intel Q1 2023 Earnings
1:17:55 Intel 14th Gen Raptor Lake-R, Meteor Lake Ultra, and Arrow Lake Leaked
1:43:13 Adamantine, Dragon Range-X vs Meteor Lake, AMD Complacency
1:50:16 Nvidia Blackwell Delay Rumors - 3nm Woes, or Ampere Oversupply?
2:01:55 MS-Activision Blocked, Phoenix Z1 Extreme, RX 7950 XTX (Wrap-Up)
2:09:00 RDNA 4 VRAM, Broken Silicon 1, MLID Channel Goals (Final Reader Mail)

https://www.techpowerup.com/301867/seagate-mechanical-hdd-with-u-2-nvme-interface-pictured-signals-the-decline-of-sas-12g
https://youtu.be/kiTngvvD5dI
https://youtu.be/3FDh9C59Z1A
https://www.hardwaretimes.com/amd-ryzen-8000-cpus-to-be-based-on-4nm-node-not-3nm-5th-gen-epyc-to-get-3nm-rumor/
https://www.digitimes.com.tw/tech/dt/n/shwnws.asp?CnlID=1&Cat=40&id=0000662749_VR76FCFB51XKH38BW2VPS
https://www.youtube.com/live/umJQXe5haa0?feature=share&t=736
https://www.newegg.com/sapphire-radeon-rx-6700-11321-02-20g/p/N82E16814202424?Description=RX%206700&cm_re=RX_6700--14-202-424--Product&quicklink=true
https://twitter.com/mooreslawisdead/status/1651351480094408706
https://twitter.com/mooreslawisdead/status/1651489123528581120
https://community.amd.com/t5/gaming/game-beyond-4gb/ba-p/414776
https://ir.amd.com/news-events/press-releases/detail/1128/amd-reports-first-quarter-2023-financial-results
https://www.anandtech.com/show/18845/amd-reports-q1-2023-earnings-back-into-the-red-as-client-sales-crumble
https://youtu.be/Qa-ZAyQOviY
https://www.anandtech.com/show/18839/intel-reports-q1-2023-earnings-a-record-losing-quarter-goes-better-than-expected
https://wccftech.com/intel-announces-layoffs-after-paying-1-5-billion-in-q1-dividends/
https://youtu.be/GhLMbFgVfbY
https://www.digitimes.com.tw/tech/dt/n/shwnws.asp?CnlID=1&Cat=40&id=0000662749_VR76FCFB51XKH38BW2VPS
https://wccftech.com/nvidia-next-gen-3nm-gpus-not-launching-until-2025-tsmc-report/
https://youtu.be/8PVYOeHx8vA
https://www.reuters.com/markets/deals/uk-blocks-microsoft-69-bln-activision-deal-over-cloud-gaming-concerns-2023-04-26/
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https://videocardz.com/newz/nvidia-forces-msi-to-unlaunch-geforce-rtx-3060-ti-super-3x-series-after-just-one-week
https://twitter.com/Kepler_L2/status/1651341246055497732
https://videocardz.com/press-release/amd-announces-ryzen-z1-zen4-apus-for-handheld-gaming-consoles-with-up-to-12-rdna3-gpu-cores
https://videocardz.com/newz/amd-introduces-ryzen-7040u-phoenix-low-power-apus-with-up-to-8-zen4-cores-and-12-rdna3-cus
https://videocardz.com/newz/nvidia-geforce-rtx-4060-ti-ad106-350-gpu-has-been-pictured
https://www.techspot.com/news/98550-amd-confirms-mainstream-rdna-3-gpus-before-summer.html
https://twitter.com/Bernard_P/status/1653022115367645190?s=20&fbclid=IwAR29SiFCOdRzQ-QmbSJWpOALAa8-GrqZREXxzD72LT_Iif_eRsYvACP7_uM

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203. Nvidia 3nm Delay, RX 7600 Costs, AMD’s TSMC Edge, Intel Earnings | Daniel Nenni May 02, 2023

Show notes

SemiWiki Founder Daniel Nenni joins to discuss GPU, CPU, and Semiconductor markets.
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0:00 Welcoming back Daniel Nenni
4:03 What ultimately caused the shortages? What ended them?
13:09 Bringing Silicon Manufacturing Back to the West, Chips Act
25:05 Is TSMC 3nm delaying Nvidia Blackwell?
30:45 Does Nvidia NEED to move to chiplets?
39:17 RX 7600 Manufacturing Costs
47:59 AMD's TSMC Advantage
57:58 Will Intel Foundries beat TSMC? How bad were Intel's Q1 Earnings?
1:11:44 Can Pat Gelsinger save Intel from becoming another IBM?
1:22:59 The Importance of TSMC 3nm Nodes, 2nm Pricing, AMD Design Costs
1:32:55 Impact of ML on EDA and Chip Design, Jim Keller at Atomic Semi

Check out the Semiconductor Insiders Podcast: https://semiwiki.com/podcast/
Last Time Daniel Nenni was on: https://youtu.be/w8JmHsKhP9g
https://www.amd.com/en/press-releases/press-release-2017jan31
https://ir.amd.com/news-events/press-releases/detail/1115/amd-reports-fourth-quarter-and-full-year-2022-financial
https://www.techpowerup.com/review/amd-rx-480/
https://www.adapteva.com/white-papers/silicon-cost-calculator/
https://wccftech.com/nvidia-next-gen-3nm-gpus-not-launching-until-2025-tsmc-report/
https://www.digitimes.com.tw/tech/dt/n/shwnws.asp?CnlID=1&Cat=40&id=0000662749_VR76FCFB51XKH38BW2VPS
https://videocardz.com/newz/nvidia-geforce-rtx-4060-ti-ad106-350-gpu-has-been-pictured
https://seekingalpha.com/article/4597564-intel-corporation-intc-q1-2023-earnings-call-transcript

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